A journal releasing a sales accual has had the correct effect on p&l but it's not recognised on the dashboard widget headline even though it's in the widget report?

Thank you for visiting the Community for the first time today, Sewell. Let me give you an overview of your reports and explain how the system generates the information on the dashboard widget headline.

When running your report, please make sure to filter the dates accordingly and match them to the reporting period on your dashboard to generate the same information. To start:

1. Go to your Dashboard.
2. Tap on Business Overview.
3. Look for Profit and Loss, then filter the dates by clicking on the dropdown menu.

Concerning your journal entries, please ensure that the precise VAT details are set for each line accordingly so taxes are computed correctly. I'm adding this screenshot as your visual reference.

On the other hand, I'm adding this material for more tips while running your financial reports in our system: Learn how to run basic reports in QuickBooks.

Furthermore, here's how you may make the most out of your reports and preserve their current customization options for future use:

• Customise reports in QuickBooks Online
• Memorise reports in QuickBooks Online

If you have other questions about your sales data and reports, please leave them in the comments section below. I'm only a few clicks away from assisting you once more. Have a wonderful day!

Thank you for your response but the problem persists. The realease of a sales accrual is correctly recorded in all reports. Tapping on the dashboard sales widget (graph) brings up a report which correctly includes the accrual and sales figure. It''s the dashboard headline sales figure that's incorrect because it has not recognised the accrual.

Hello sewell@bottes.pl, we would advise that you always use the reports more than the dashboard to get a try reading of your books.  As the dashboard won't always correctly represent your actual sales and expense fingers. If you run your actual sales/expense reports and those show the correct figures, then there is no issue, you just need to ignore the summaries on the dashboard.

If it's not possible for the dashboard to show the correct figures what's the point of it? Surely, it's better not to show any information than to display incorrect and misleading info?

Hi there, Sewell. I'm here to provide additional information about your dashboard concern.

Your dashboard widget headline includes the paid, unpaid invoice, sales receipts, and your income account linked. It won't show your unlinked payments/pre-payments or deposit with a sales vat code. It will only serve as an estimate.

The best way to obtain accurate data or figures is to run the desired report. Running an account allows you to access the most up-to-date and relevant information specific to your needs.

In addition, if you wish to add more details or highlight specific areas of your business inside the report, you have to option to customise it. Refer to this article for more information: Customise reports in QuickBooks Online.

I'm also adding this article for your reference in managing your VAT codes in QBO: QuickBooks VAT codes. 

I look forward to helping you again if you have any additional QuickBooks-related queries. Have a nice day!